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Pleasanton, CA Office

Team
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Mirador Capital Partners logo

Mirador Capital Partners

Team

Firm-wide stats for Mirador Capital Partners

Total advisors

9

Across 2 offices

Clients per advisor

72 High

Avg AUM per client

$1,473,730 High

HNW client ratio

36% Typical

About

Mirador Capital Partners advises individuals (including high‑net‑worth clients), trusts, pension and profit‑sharing plans, and small businesses, providing comprehensive portfolio management, financial planning, and plan‑sponsor retirement consulting. The firm also sponsors private investment funds and offers estate‑planning and standalone consulting services.

The firm’s investment process emphasizes top‑down fundamental analysis with technical analysis used for support, and it implements multiple proprietary strategies—including global asset allocation, tactical and aggressive growth sleeves, a dividend‑oriented income strategy, an ETF portfolio, a local Tri‑Valley index implementation, and a held‑to‑maturity fixed‑income ladder. Accounts are managed on a discretionary basis with periodic (at least quarterly) reviews, and strategies may include alternatives, inverse ETFs, and cryptocurrency products where deemed appropriate.

Distinctive features disclosed in the firm’s brochure include the availability of performance‑based fees for qualified clients and affiliations with GP entities and an affiliated adviser that manage private funds, which the firm notes and discloses as potential conflicts of interest. The ADV also identifies dual roles for its representatives (as broker‑dealer registered reps and licensed insurance and real‑estate/mortgage professionals) and states the firm uses client testimonials in its advertising; the brochure describes oversight and disclosure practices tied to these arrangements.

Based on Mirador Capital Partners

Expertise

Tax-loss harvesting Private / alternative investments Concentrated stock management

Based on Mirador Capital Partners

Occupation focus

Founder/Business Owner Executive

Based on Mirador Capital Partners

Location

6700 Koll Center Parkway, Suite 230

Pleasanton CA 94566

Advisors at this office

8

Advisors at this office

user avatar

Don G

CFP®, Series 63, Series 65

Pleasanton, CA

Mirador Capital Partners

Don Garman is a CFP® with 32 years of industry experience, currently serving as an advisor at Mirador Capital Partners. He has previously worked at Purshe Kaplan Sterling Investments and has been with Mirador since 2015. Garman is also a partner in venture funds Tri-Valley Ventures, LLC and Tri-Valley Ventures II, LP. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses, offering discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and employs a variety of asset-allocation models across public and private securities and alternative vehicles.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Asha C

Series 65

Pleasanton, CA

Mirador Capital Partners

Asha Culhane Husain is a financial advisor at Mirador Capital Partners with a Series 65 credential and one year of industry experience. Prior to joining Mirador, she held roles at Re:wild Your Compass, Boccaccios Restaurant, Conejo Family Health, Columbia University, and the University of California, Berkeley. Mirador Capital Partners provides portfolio management, financial planning, and retirement consulting to individuals, trusts, pension and profit-sharing plans, and small businesses. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers multiple proprietary strategies across different asset classes.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Jackson V

Series 65

Pleasanton, CA

Mirador Capital Partners

Jackson Vickers is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and has prior experience with High Point Events, Arizona State University, Dollarhide Financial Group, and Brophy College Prep. Mirador Capital Partners advises individuals, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental investment approach supported by technical analysis and employs multiple proprietary strategies across various asset classes.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Audrey G

CFP®, Series 66

Pleasanton, CA

Mirador Capital Partners

Audrey Glafkides is a CFP® professional with 16 years of industry experience. She is currently with Mirador Capital Partners and has worked at Purshe Kaplan Sterling Investments since 2016. Audrey also serves as Chief Operating Officer at Mirador Capital Partners and holds licenses as a fixed insurance agent and notary public. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and consulting services. The firm’s investment approach combines top-down fundamental analysis with technical analysis and offers a variety of asset-allocation models across public and private securities and alternative investments.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Christopher C

Series 65

Pleasanton, CA

Mirador Capital Partners

Christopher Connolly is a financial advisor at Mirador Capital Partners with one year of industry experience. He holds a Series 65 designation and has prior experience at Stonecastle Land and Home Financial and Service Champions. Outside of his advisory role, he owns and operates CJC Lending Corp., a mortgage brokerage business. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses with discretionary portfolio management, financial planning, and estate-planning coordination. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a range of asset-allocation models across public and private securities and alternative investments.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Joseph G

Series 63, Series 65

Pleasanton, CA

Mirador Capital Partners

Joseph Garcia is a financial advisor at Mirador Capital Partners with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill Lynch and Bank of America prior to joining Mirador in 2019. Mirador Capital Partners serves individual and high-net-worth clients, trusts, retirement plans, and small businesses by providing discretionary portfolio management, financial planning, estate-planning coordination, and plan-sponsor retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and offers a variety of asset-allocation models across public and private securities and alternative vehicles.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Carol W

CFP®, Series 66

Pleasanton, CA

Mirador Capital Partners

Carol Wikle is a CFP® professional with 27 years of industry experience. She has been with Mirador Capital Partners since 2015. Outside of her advisory role, she holds an interest as a convertible promissory note holder in a fractional real estate business. Mirador Capital Partners serves individuals, trusts, pension and profit-sharing plans, and small businesses with portfolio management, financial planning, and retirement consulting. The firm employs a top-down fundamental investment approach supplemented by technical analysis and uses multiple proprietary strategies tailored to client needs.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
user avatar

Mark S

Series 65

Pleasanton, CA

Mirador Capital Partners

Mark Swoboda Jr. is a financial advisor at Mirador Capital Partners with three years of industry experience. He holds a Series 65 designation and previously worked at Okta, Inc. and Autodesk, Inc. Mirador Capital Partners advises individuals, high-net-worth clients, trusts, pension and profit-sharing plans, and small businesses, offering portfolio management, financial planning, and retirement consulting. The firm uses a top-down fundamental analysis approach supplemented by technical analysis and employs multiple proprietary investment strategies across various asset classes.

Tax-loss harvesting Private / alternative investments Concentrated stock management Founder/Business Owner Executive
View complete list of advisors at this office
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